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Episode | Date |
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Episode 247 - The Importance Of Expanding Financial Knowledge Beyond Personal Experiences
|
Apr 29, 2024 |
Episode 246 - 5 Wealth Objectives That Everyone Wants
|
Apr 22, 2024 |
Episode 245 - The Single Biggest Factor To Financial Success
|
Apr 15, 2024 |
Episode 244 - Which Asset Class Is The Best?
|
Apr 08, 2024 |
Episode 243 - What Are Alternative Investments And Should I Own Them?
|
Apr 01, 2024 |
Episode 242 - 4 Factors That Have The Greatest Impact On Financial Success
|
Mar 25, 2024 |
Episode 241 - Interview With Estate Planning Attorney Katie Ludwick
|
Mar 18, 2024 |
Episode 240 - What 3 Metrics You Should Use To Inspect How Financially Healthy You Are
|
Mar 11, 2024 |
Episode 239 - The Best Way To Be Your Best
|
Mar 04, 2024 |
Episode 238 - What Is A Good Tool To Track Your Finances?
|
Feb 26, 2024 |
Episode 237 - Do You Have Fixed Rate Handcuffs?
|
Feb 20, 2024 |
Episode 236 - Why You Don't Plan For Your Finances
|
Feb 12, 2024 |
Episode 235 - A Formula For Your Vision That You Have Not Heard
|
Feb 05, 2024 |
Episode 235 - Cash Flow Concepts
|
Jan 29, 2024 |
Episode 234 - Morning Walks Can Fix Your Finances
|
Jan 22, 2024 |
Episode 233 - Another Tax Efficient Distribution Method
|
Jan 16, 2024 |
Episode 232 - Tax Efficient Distribution
|
Jan 08, 2024 |
Episode 231 - How Much True Liquidity Do You Have?
|
Jan 02, 2024 |
Episode 230 - What Is Your Investment Philosophy?
|
Dec 27, 2023 |
Episode 229 - 5 Ways To Build Wealth And Maximize Life
|
Dec 18, 2023 |
Episode 228 - 3 Takeaways From Morgan Housel's New Book "Same As Ever"
|
Dec 11, 2023 |
Episode 227 - What Would We Tell Our Moms To Ask If They Were Interviewing Financial Advisors
|
Dec 04, 2023 |
Episode 226 - What Your Competing Priorities Are Costing You?
|
Nov 27, 2023 |
Episode 225 - Given The State Of The World, How To Prepare Your Finances
|
Nov 20, 2023 |
Episode 224 - 3 Concerns To Address Now So You Are Ready For Retirement
|
Nov 13, 2023 |
Episode 223 - 3 Lessons On Money And Marriage
|
Nov 06, 2023 |
Episode 222 - 3 Tax Steps You Should Consider Making In The Fourth Quarter
|
Oct 30, 2023 |
Episode 221 - 3 Things To Discuss With Your Parents About Finances
|
Oct 23, 2023 |
Episode 220 - How To Use The Four Basic Building Blocks Of Retirement
|
Oct 16, 2023 |
Episode 219 - 5 Quotes From The Book The Psychology of Money That Struck Me
|
Oct 09, 2023 |
Episode 218 - 5 Lessons From Live to 100: Secrets of the Blue Zones
|
Oct 02, 2023 |
Episode 217 - Does A 20-Year-Old Need Estate Planning Documents?
|
Sep 25, 2023 |
Episode 216 - 5 Key Methods To Prepare for Retirement
|
Sep 18, 2023 |
Episode 215 - A Comparison Between Whole Life Insurance And Bonds
|
Sep 11, 2023 |
Episode 214 - What Is Whole Life And Term Life Insurance?
|
Sep 05, 2023 |
Episode 213 - What Are The Different Types Of Life Insurance?
|
Aug 28, 2023 |
Episode 212 - Whether Or Not You Should Pay Cash Or Get A Loan To Pay For A Car
|
Aug 21, 2023 |
Episode 211 - How To Be Financially Savvy For Your Family Without Compromising Parenthood
|
Aug 14, 2023 |
Episode 210 - What Is An Under Utilized Account That You Need To Have?
|
Aug 07, 2023 |
Episode 209 - Are The Retirement Preparedness Articles Correct?
|
Jul 31, 2023 |
Episode 208 - How Is Your Entire Balance Sheet Allocated?
|
Jul 25, 2023 |
Episode 207 - Alex Interviews Nick Domino
|
Jul 17, 2023 |
Episode 206 - 6 Statements I Think Are True About Money
|
Jul 10, 2023 |
Episode 205 - Are You Getting Good Advice Or Advice That Sounds Good?
|
Jul 03, 2023 |
Episode 204 - Are You Present With Your Family?
|
Jun 26, 2023 |
Episode 203 - Is It Different This Time With The Stock Market?
|
Jun 20, 2023 |
Episode 202 - How Are You Listening?
|
Jun 12, 2023 |
Episode 201 - What Is Your System To Pay Yourself First?
|
Jun 05, 2023 |
Episode 200 - What Steps To Take To Curb The Debt Ceiling Uncertainty
|
May 29, 2023 |
Episode 199 - Top 3 Lessons To Teach Your Children About Money
|
May 22, 2023 |
Episode 198 - Personal Lines of Insurance In A Gig Economy
|
May 15, 2023 |
Episode 197 - How Much Lifestyle Creep Is Actually OK?
|
May 08, 2023 |
Episode 196 - How Much Room For Error Do You Have In Your Financial Plan?
|
May 01, 2023 |
Episode 195 - How To Start A Roth IRA For Your Child
|
Apr 24, 2023 |
Episode 194 - How Does Inflation Affect You?
|
Apr 17, 2023 |
Episode 193 - 5 Lessons From The Psychology of Money
|
Apr 10, 2023 |
Episode 192 - Steps 9 And 10 Of Your Personal Financial Plan
|
Apr 03, 2023 |
Episode 191 - Steps 7 And 8 Of Your Personal Financial Plan
|
Mar 27, 2023 |
Episode 190 - Steps 5 and 6 Of Your Own Financial Plan
|
Mar 20, 2023 |
Episode 189 - Step 4 Of Your Personal Financial Plan
|
Mar 13, 2023 |
Episode 188 - Your Own Financial Plan Steps 2 And 3
|
Mar 06, 2023 |
Episode 187 - 10 Steps To Your Own Financial Plan
|
Feb 27, 2023 |
Episode 186 - Do You Have A Wealth Building Account?
|
Feb 21, 2023 |
Episode 185 - Spreadsheet Math VS Real Life Math
|
Feb 13, 2023 |
Episode 184 - Are Traditional Retirement Plans All There Is In Retirement?
|
Feb 06, 2023 |
Episode 183 - 3 Examples of How Personal Experiences with Money May Not Reflect The Real World
|
Jan 30, 2023 |
Episode 182 - 3 Changes For Your Finances To Consider Under the New Secure 2.0 Act
|
Jan 23, 2023 |
Episode 181 - 7 Financial Steps To Take For The New Year
|
Jan 16, 2023 |
Episode 180 - Top 3 Wants Retirees Wish They Had Before Retiring
|
Jan 09, 2023 |
Episode 179 - The Top 3 Benefits of a Taxable Brokerage Account
|
Jan 03, 2023 |
Episode 178 - What is Psychological Distancing?
|
Dec 26, 2022 |
Episode 177 - 5 Money Takeaways from the Movie Rocky
|
Dec 19, 2022 |
Episode 175 - 3 Money Lessons from the Movie Dumb and Dumber
|
Dec 05, 2022 |
Episode 174 - 3 Financial Concepts We Are Thankful For
|
Nov 28, 2022 |
Episode 173 - 2023 Retirement Plan Contribution Limits and What to Consider
|
Nov 15, 2022 |
Episode 172 - 3 Ways to Get on the Same Page with Your Spouse
|
Nov 14, 2022 |
Episode 171 - Tactics without a Strategy. How to Determine if You are Using Strategy in Your Finances
|
Nov 07, 2022 |
Episode 170 - Are You Working with an Investment Manager or a Financial Planner?
|
Oct 31, 2022 |
Episode 169 - 4 Kinds of Luck for Building Wealth
|
Oct 24, 2022 |
Episode 168 - Cashflow Can Make You Feel Wealthier Than You Actually Are
|
Oct 18, 2022 |
Episode 167 - What is Going on with Interest Rates?
|
Oct 10, 2022 |
Episode 166 - 4 Financial Topics Wealthy People Understand and Use
|
Oct 03, 2022 |
Episode 165 - What is Unrealized vs Realized Loss?
|
Sep 26, 2022 |
Episode 164 - How do Good Financial Habits Help Unlock other Personal Development for You and Your Kids?
|
Sep 19, 2022 |
Episode 163 - So You Got Your Quarterly Statement, Now What?
|
Sep 12, 2022 |
Episode 162 - We are Happier During the Process of Becoming
|
Sep 05, 2022 |
Episode 161 - What Do Hiking and Financial Planning Have in Common?
|
Aug 29, 2022 |
Episode 160 - What Type of Assets do You Have?
|
Aug 22, 2022 |
Episode 159 - What's Your Financial Approach during These Times?
|
Aug 15, 2022 |
Episode 158 - Top 3 Ways to Recession-Proof Your Retirement
|
Aug 08, 2022 |
Episode 157 - Are You Allocating Just Your Accounts or Your Entire Balance Sheet?
|
Aug 01, 2022 |
Episode 156 - Top 5 Questions to Ask When Hiring a Financial Advisor
|
Jul 24, 2022 |
Episode 155 - 7 Steps to Set up Your Family for Financial Success
|
Jul 17, 2022 |
Episode 154 - 3 Examples of Mixing what is True and what You want to be True When it Comes to Your Finances
|
Jul 10, 2022 |
Episode 153 - 3 Areas to Focus on in Your Finances that Produce Biggest Change
|
Jul 03, 2022 |
Episode 152 - How Money and Finances Have Changed
|
Jun 27, 2022 |
Episode 151 - Why Room for Error is the Most Important Factor of Long Term Success
|
Jun 20, 2022 |
Episode 150 - What is Leverage and How Can You use it?
|
Jun 13, 2022 |
Episode 149 - Why do We Discuss Retirement Planning with 20 and 30 year olds?
|
Jun 05, 2022 |
Episode 148 - Market Volatility and What You Should Do
|
May 29, 2022 |
Episode 147 - 4 Areas of Your Finances that are More Important than Rate of Return
|
May 23, 2022 |
Episode 146 - How to Financially Prepare for Aging Parents
|
May 15, 2022 |
Episode 145 - 3 Elements of Financial Sucess
|
May 08, 2022 |
Episode 144 - What is the difference between a tax preparer and a financial planner?
|
May 02, 2022 |
Episode 143 - How to make your financial decision by context rather than default
|
Apr 24, 2022 |
Episode 142 - 3 Signs is it Time to Hire a Financial Advisor
|
Apr 18, 2022 |
Episode 141 - What is the Difference between Marginal and Effective Tax Brackets?
|
Apr 10, 2022 |
Episode 140 - Giving Your Kids an Education in Money with Amanda Grossman
|
Apr 03, 2022 |
Episode 139 - What is the Value of an Advisor?
|
Mar 27, 2022 |
Episode 138 - 4 Concepts to Teach Kids Age 8-11 about Money
|
Mar 20, 2022 |
Episode 137 - 3 Fees You Could be Paying in Your Portfolio
|
Mar 13, 2022 |
Episode 136 - Common Misperceptions about Personal Insurance
|
Mar 06, 2022 |
Episode 135 - 4 Concepts to Teach Kids Age 4-7 about Money
|
Feb 27, 2022 |
Episode 134 - Estate Planning with Attorney Jenny Ling
|
Feb 20, 2022 |
Episode 133 - What to do with Your Bonus or RSU?
|
Feb 13, 2022 |
Episode 132- The Market is Down, What Should You Do?
|
Feb 06, 2022 |
Episode 131 - What is going on in the Stock Market?
|
Jan 28, 2022 |
Episode 130 - Interest Rate Jumbo Mortgage Loans and Real Estate Investing
|
Jan 23, 2022 |
Episode 129 - 3 Mistakes Retirees Make and Why You Should Care Now
|
Jan 16, 2022 |
Episode 128 - How to Get what Everyone Wants out of Their Financial Life
|
Jan 09, 2022 |
Episode 127 - Why We Started this Podcast and Why You Should Listen
|
Jan 02, 2022 |
Episode 126 - What is the 4% Rule?
|
Dec 26, 2021 |
Episode 125 - What is a Back Door Roth?
|
Dec 19, 2021 |
Episode 124 - Why you should care about liquidity in retirement, now
|
Dec 13, 2021 |
Episode 123 - Is the Market Overvalued?
|
Dec 05, 2021 |
Episode 122 - How to become Financially Confident
|
Nov 28, 2021 |
Episode 121 - Producer vs Consumer
|
Nov 21, 2021 |
Episode 120 - 3 Ways to Figure out Your Investment Philosophy
|
Nov 14, 2021 |
Episode 18 - Joe McGrath Interview about Student Loans
|
Nov 07, 2021 |
Episode 119 - Do You Know What is in Your Portfolio?
|
Oct 31, 2021 |
Episode 118 - What is Whole Life Insurance?
|
Oct 24, 2021 |
Episode 117 - Top 3 Financial Concepts to Learn
|
Oct 17, 2021 |
Episode 116 - How Much Liquidity do You Really Need?
|
Oct 10, 2021 |
Episode 115 - 3 Steps to Free Yourself from Budgeting
|
Oct 03, 2021 |
Episode 114 - Your Financial Mindset will Make or Break You
|
Sep 26, 2021 |
Episode 113 - 4 Steps to Truly do a Financial Comparison
|
Sep 19, 2021 |
Episode 50 - What's Your Financial Blueprint?
|
Sep 12, 2021 |
Episode 112 - Will You Really be in a Lower Tax Bracket When You Retire?
|
Sep 05, 2021 |
Episode 111 - What Type of Planning Are You Doing?
|
Aug 29, 2021 |
Episode 110 - What does it Take to Reach Your Target Wealth?
|
Aug 22, 2021 |
Episode 109 - How Much Life Insurance do You Need?
|
Aug 15, 2021 |
Episode 108 - What 3 Financial Mistakes Have you Not Heard of?
|
Aug 08, 2021 |
Episode 107 - Why You Don't Really Hate Money
|
Aug 01, 2021 |
Episode 106 - How to Create a Wealth Building Account
|
Jul 25, 2021 |
Episode 105 - Stop One Day'ing Yourself
|
Jul 18, 2021 |
Episode 104 - 3 Financial Things I Wish I Knew Earlier in My Career
|
Jul 11, 2021 |
Episode 103 - Top 3 Concerns working with a financial advisor
|
Jul 05, 2021 |
Episode 102 - Your upbringing and experience determine your view of money
|
Jun 27, 2021 |
Episode 101 - 3 Ways to Achieve Wealth
|
Jun 20, 2021 |
Episode 100 - How is Social Security Taxed?
|
Jun 13, 2021 |
Episode 99 - 3 Strategies to Minimize Taxes in Retirement
|
Jun 06, 2021 |
Episode 98 - Don't Put All Your Money in a 401K
|
May 30, 2021 |
Episode 97 - What is a Back Door Roth?
|
May 23, 2021 |
Episode 96 - Capital Gains Taxes, 3 Moves to Make
|
May 16, 2021 |
Episode 95 - Sacrifice vs Investment
|
May 09, 2021 |
Episode 94 - 3 Places to Put Your Stimulus Payment or Tax Return
|
May 02, 2021 |
Episode 93 - 3 Ideas on How to Talk to Your Spouse about Money
|
Apr 25, 2021 |
Episode 92 - Interview with Dr. Wade Pfau Part 2
|
Apr 18, 2021 |
Episode 92 - Interview with Dr. Wade Pfau Part 2
|
Apr 18, 2021 |
Episode 91 - Interview with Dr. Wade Pfau
|
Apr 11, 2021 |
Episode 90 - Do You Look at Your Money Backwards?
|
Apr 05, 2021 |
Episode 89 - How Much Life Insurance do You Need?
|
Mar 28, 2021 |
Episode 88 - Washington State's Long Term Care Payroll Tax
|
Mar 21, 2021 |
Episode 87 - Coming Down the Mountain of Retirement Financing
|
Mar 14, 2021 |
Episode 86 - How is Your Money Taxed?
|
Mar 07, 2021 |
Episode 85 - 5 Key Differences between Your Working Years and Retirement
|
Feb 28, 2021 |
Episode 84 - 3 Things to Consider when deciding where to Put Your Money
|
Feb 21, 2021 |
Episode 83 - Did you withdraw from your 401K in 2020?
|
Feb 14, 2021 |
Episode 82 - Are you Working for your Money or is your Money working for you?
|
Feb 07, 2021 |
Episode 81 - What is going on with Game Stop?
|
Jan 29, 2021 |
Episode 80 - What are Your Financial Engines?
|
Jan 24, 2021 |
Episode 79 - What Should I Do with the Extra Money I Have?
|
Jan 17, 2021 |
Episode 78 - What Generational Experience Do You Have with Money?
|
Jan 10, 2021 |
Episode 77 - 3 Steps to Creating a Simple Financial Plan for 2021
|
Jan 03, 2021 |
Episode 76 - What is the difference between the insurance world and the investment world?
|
Dec 27, 2020 |
Episode 75 - What is your moment of wealth?
|
Dec 20, 2020 |
Episode 74 - How to add automation to your savings habits
|
Dec 13, 2020 |
Episode 73 - Does your spending match your priorities?
|
Dec 06, 2020 |
Episode 72 - What is the difference between ETF's and Mutual Funds
|
Nov 29, 2020 |
Episode 71 - Happy Thanksgiving
|
Nov 22, 2020 |
Episode 70 - What is a Stock?
|
Nov 15, 2020 |
Episode 69 - What is a Bond?
|
Nov 08, 2020 |
Episode 68 - Promised Based vs Market Based Assets
|
Nov 01, 2020 |
Episode 67 - What investment decisions are you making emotionally?
|
Oct 25, 2020 |
Episode 66 - What are you using to objectively measure where you stand financially?
|
Oct 18, 2020 |
Episode 65 - What's in Your Portfolio?
|
Oct 11, 2020 |
Episode 64 - What Drives the Return in Your Portfolio?
|
Oct 04, 2020 |
Episode 63 - What's the Difference Between the Market and the Economy
|
Sep 27, 2020 |
Episode 62 - What are You Comparing Your Portfolio to?
|
Sep 20, 2020 |
Episode 61 - Strategies for College Planning
|
Sep 13, 2020 |
Episode 60 - Funding Vehicles for College Planning
|
Sep 06, 2020 |
Episode 59 - 3 Things More Important Than a 529 Plan
|
Aug 30, 2020 |
Episode 58 - Should I Refinance to Take Advantage of Low Rates?
|
Aug 23, 2020 |
Episode 57 - Not all debt is bad debt
|
Aug 16, 2020 |
Episode 56 - Your Employer Suspended your 401K Match, Now What?
|
Aug 09, 2020 |
Episode 55 - Implementing a Financial Wellness Program
|
Aug 02, 2020 |
Episode 54 - Why Hire an Advisor
|
Jul 26, 2020 |
Episode 53 - Thinking of Investing during a Market Downturn
|
Jul 19, 2020 |
Episode 52 - Are you Afraid you will never be able to retire?
|
Jul 12, 2020 |
Episode 51 - How much income protection do you need?
|
Jul 05, 2020 |
Episode 50 - What's your financial blueprint?
|
Jun 28, 2020 |
Episode 49 - Basics of Financial Planning
|
Jun 21, 2020 |
Episode 48 - Do You have a financial quarterback?
|
Jun 14, 2020 |
Episode 47 - Have a good life now and a better life later part 2
|
Jun 07, 2020 |
Episode 46 - Art of People - Interview with Best Selling Author Dave Kerpen
|
May 31, 2020 |
Episode 45 - Have a good life now and a better life later
|
May 24, 2020 |
Episode 44 - Do you have assets that aren't being affected by market volatility? part 2
|
May 17, 2020 |
Episode 43 - Do you have assets that aren't being affected by market volatility
|
May 10, 2020 |
Episode 42 - Interview with Nicolas Cole
|
May 03, 2020 |
Episode 41 - Interview with Chris Burgess
|
Apr 26, 2020 |
Episode 40 - What's holding you back? Interview with Bennie Fowler
|
Apr 19, 2020 |
Episode 39 - Rules of Investing
|
Apr 12, 2020 |
Episode 38 - Financial Literacy with Ryan Harris
|
Apr 05, 2020 |
Episode 37 - How do you create income in retirement part 4
|
Mar 29, 2020 |
Episode 36 - How do you create income in retirement part 3
|
Mar 23, 2020 |
Episode 35 - How to create income in retirement part 2
|
Mar 15, 2020 |
Episode 34 - How do you create income in retirement part 1
|
Mar 08, 2020 |
Episode 33 - Roth, to convert or not convert
|
Mar 01, 2020 |
Episode 32 - 5 ways to talk to your parents about money
|
Feb 23, 2020 |
Episode 31 - Why you should care about taxes in retirement Now
|
Feb 16, 2020 |
Episode 30 - 7 Biggest Financial Mistakes Part 2
|
Feb 09, 2020 |
Episode 29 - 7 Biggest Financial Mistakes Part 1
|
Feb 02, 2020 |
Episode 28 - How to talk to your kids about money
|
Jan 26, 2020 |
Episode 27 - Different Methods of College Planning
|
Jan 19, 2020 |
Episode 26 - What can you learn from the FIRE movement
|
Jan 12, 2020 |
Episode 25 - Chatting with your spouse about money part 2
|
Jan 05, 2020 |
Episode 24 - Struggling to find time to talk about money with your spouse
|
Dec 29, 2019 |
Episode 23 - Understanding home and auto insurance-Interview with Charles Lindberg
|
Dec 22, 2019 |
Episode 22- Do you have a will set up yet? Interview with Jenny Ling
|
Dec 15, 2019 |
Episode 21 - Our top 4 tips to prevent holiday over-spending
|
Dec 08, 2019 |
Episode 20 - The basics of life insurance
|
Dec 01, 2019 |
Episode 019 - What does your group long term disability policy not cover
|
Nov 24, 2019 |
Episode 18 - Student loan debt? Joe McGrath Interview
|
Nov 17, 2019 |
Episode 17 - Realities of Retirement Part 2
|
Nov 10, 2019 |
Episode 16 - Realities of Retirement
|
Nov 03, 2019 |
Episode 015 - What is the difference between actual and average rate of return?
|
Oct 27, 2019 |
Episode 014 - What do we mean by cash-flow?
|
Oct 20, 2019 |
Episode 013 - Should you overpay on your mortgage
|
Oct 13, 2019 |
Episode 012 - Are your beneficiaries in order?
|
Oct 06, 2019 |
Episode 011 - Top Five Financial Mistakes
|
Sep 29, 2019 |
Episode 010- What's an Annuity
|
Sep 22, 2019 |
Episode 009 - Standard Deviations and Emotions
|
Sep 15, 2019 |
Episode 008- Introduction to Investing
|
Sep 08, 2019 |
Episode 007 - Savings Rate Vs Rate of Return
|
Sep 01, 2019 |
Episode 006 - When should you start to work with financial advisor?
|
Aug 25, 2019 |
Episode 005 - Buying a home? Refinancing? Nick Wilson Interview
|
Aug 18, 2019 |
Episode 004 - Growing Your Wealth
|
Aug 12, 2019 |
Episode 3 - What are my financial priorities?
|
Jul 29, 2019 |
Episode 002 - What do I do with my bonus or RSU?
|
Jul 29, 2019 |
Episode 1 - Introduction to Beer and Money
|
Jul 29, 2019 |